Where do I start. I was having a situation with my taxes from 2021 & really didn't know where to…read morestart. A coworker recommended me to Kiana & the rest was history. Very knowledgeable about all the questions I had. She's patient & professional & explains everything well. I had giving up on my situation until she took over. Truly a life saver. She got a customer out of me for life can't thank her enough.

From the owner: Your One-Stop Mobile Financial Hub…read more Description: From tax prep to mobile notary and legal protection, Holmes Financial Hub brings professional, reliable service to your door/location of choice. Book now for fast, friendly help you can trust. *Please call/text for same day appointments*

I absolutely cannot say enough wonderful things about Peggy and her tax service! My husband and I…read morehave been using Serenity Taxes for several years now and we always feel in good hands. Peggy knows all of the latest in tax laws and is especially generous with her fees, despite all the hard work she puts in for us. We highly recommend this tax service, you will be so grateful you changed over to Serenity Taxes! We certainly are!

I was recommended to check in with Peggy to see if she could work my taxes now that I was filing…read moremarried, but separately. It was a little bit of a drive for me to get to Stockton from Dixon, but it was well worth the drive. Before I had my appointment, Ashley (office manager) contacted me and sent me a general questionnaire to fill out ahead of time. She also asked me to email copies of my prior year's tax return as well as any relevant tax documents. This would allow Peggy to have prior knowledge of my finances before I drove all the way to Stockton. When I arrived for my appointment, Ashley greeted me and offered me a drink and I sat down in the waiting area. I only waited for a few minutes and then went back to the office to meet Peggy. The first thing I noticed was that she was well-prepared with all my documents and knew what questions to ask. She told me facts about taxes that I did not know, so that was super helpful. I had numbers run through TurboTax and was going to owe a significant amount of Federal and State taxes. After Peggy used her tax knowledge to work her magic, she ended up saving me over $1000! I am very thankful for Peggy and her expertise. Ashley was super helpful and organized. I will definitely be returning next year to have my taxes run by Peggy again.

The staff & owner, Sandra, always friendly as it's a family oriented business…read more I have been using Sandra's services for about 3 yrs now & have been happy with her service. I would very much recommend her!

Sandra it's a very professional lady. She always answers all of that questions and helps with…read moreeverything we needed regarding our taxes. We really appreciate this.

Been taking my taxes here for years. She's very helpful and is available to do your taxes.read more

I was a client of Socheata's for the past four years. As she watched our business grow, she offered…read moreto handle our bookkeeping. Having trusted her in the past with our tax returns, I agreed. However, beware -- she is not a qualified bookkeeper. She charged us $10,000 upfront plus $3,500 for a corporate tax return, yet after more than a year, neither the bookkeeping nor the tax return was completed. Despite repeated communication and allowing her ample time, she refused to issue a refund. On the morning of our scheduled appointment, she abruptly emailed to cancel and stated she would no longer continue working with us -- this was after I had specifically confirmed whether she was confident in meeting the tax extension deadline. Extremely unprofessional and disappointing experience.

I've reached out to several tax experts regarding my upcoming tax situation in selling a property…read more I received a very informative consultation from Tuyet - she was able to clarify IRS rules in regard to joint tenancy and capital gains rules. Very knowledgeable and answered all my concerns. I'm going to be a happy customer!

Decided to schedule a 1:2:1 with her and I was so comfortable with her services and response. Now…read moreshe is our tax person and I know I can rely on her. Great service and value for her quality work!

I had a very disappointing experience with Tax Solutions and Stephanie Martinez. I hired them to…read morehelp me with my DOT, CA, and MC paperwork so I could get my trucking business up and running. Unfortunately, the paperwork was not handled correctly, and my MC application was rejected. As a result, I have been unable to operate and have lost valuable time and income while trying to correct the issues. I also feel that I was overcharged for the services provided, especially considering the mistakes that were made and the outcome of my application. Communication was frustrating, and I was left dealing with the consequences of errors that should have been avoided. I paid for professional assistance because I wanted the process done correctly, but that was not my experience. Based on my experience, I would not recommend this company to other trucking business owners looking for help with DOT, CA, or MC filings.

Stephanie is amazing! She was able to help me with my taxes 100% remotely AND accounted for…read moredeductions that TurboTax wouldn't even ask about. I filed through TurboTax initially and when I saw the numbers, I FREAKED and (obviously) did not hit "file". Without a tax expert in California, Filing "free" is for uninformed people these days. Everyone living even just slightly above the "low income", line needs a specialist or you'll just give 40% every paycheck to the state and Feds who will scrape another 5% away from your bucket at the end of the year because they know they can. Pay Stephanie the same cost as Turdo Tax and she will find your rightful deductions and get you your MAX deductions BACK! There is no reason why middle/lower income people should OWE end of year. So stop paying all year just to owe. It's crazy!! Trust her, pay her, then get an exponentially better return. Period.

This company did my taxes incorrectly by adding expenses that I never provided. When notified, she…read moredenied it. I requested a refund because I have to get them amended elsewhere and pay again. Her statement, "that will never happen". I do NOT recommend this company due to apparent mismanagement and conduct, they are unprofessional, and lack of quality customer care. I see your reply which not correct. I call and formally addressed some serious concerns regarding the preparation of my recent tax return. I noticed after the fact that certain charitable contributions and other expenses were included in my return that I did not authorize or provide any documentation for. These inaccuracies are not only incorrect but could also pose compliance risks. Additionally, the time claimed to have been spent on the return does not align with the nature of the communication and the information I actually submitted. I attempted to discuss this with you previously, but unfortunately, I felt that my concerns were dismissed without being properly addressed. I had to have another tax professional thoroughly review and correct my return immediately to reflect only the information I personally provided. I request a refund of the additional cost to amend my tax return which is appropriate in is this matter. I trust that you understand the importance of accuracy and professionalism in tax matters, and I hope this does not happen to anyone else.

Excellent customer service! Mrs Moore was expeditious and courteous. Will be using her next year…read morefor our taxes!

Staff step up to ensure clients receive assistance with tax returns and or specialized services…read more Everyone is approachable, friendly, professional and helpful. I was happy to hear of the different appointment options which made it more convenient for my mother. When life changed for me a few years ago I relied on their expertise to help me resolve my financial situation. I've been receiving services for several years and will always return. Thank you.

Great place to get taxes done! I have been using them for years now and they never disappoint…read more Customer service and professional! They are worth a shot.

I have been coming to this office for several years now and can NOT be any happier!…read more Tom has saved me on my taxes every year. He is so kind and easy to work with. He has helped me to keep my books straight and made me aware of right offs I wouldn't have thought of for our business! Great office staff Easy appt set up Always a pleasure! Thanks for all you do!

If I could give zero stars I would. Do not trust these offices. I needed tax returns done for my…read morebusiness and was completely left out to try in terms of advice. I was told I would get money back when I was not. I have dealt with an absolute headache with the IRS and CA Franchise Tax Board and all Gordon's offices said was I should get a new CPA for next year. Please take your business elsewhere.

We just sold our house in Union City and moved to Oakley. After settling down, I solicited to get…read moreprofessional tax advice on capital gains tax. After checking Yelp, I decided to call Simply Taxes. I scheduled an appointment with Stacy and was given a date and time for the scheduled meeting. Her place is close to my home and I arrived on time for the appointment. I brought the items Stacy requested me to bring so that there would be no delay in processing my taxes. Stacy was very professional and knowledgeable about capital gains. She guided me during the process and asked me questions that were pertinent to my taxes. I was comfortable with the items she requested and confident that she would process my capital gain taxes correctly. She gave me a different scenario to avoid paying a penalty if I don't pay capital gain tax and wait for next year to file. For those who have questions or concerns regarding capital gain tax, I highly recommend a professional help to avoid paying a penalty. Bear in mind that this is only an estimated tax on capital gain and you still have to file for next year's income taxes. Stacy gave me several exceptions or deductions that lowered my capital gain tax. If you need a tax preparer, Stacy with Simply Taxes will help you and give you trust that it's done properly

Simply taxes has done our paperwork for the last 4 years. We are both satisfied she has a flexible…read moreschedules to meet in person or zoom.